Asian Insight Provider - Actionable ideas, CrossASEAN Research

Henry Soediarko

Asian Insight Provider - Actionable ideas

CrossASEAN Research

At CrossASEAN Research we strive to produce unbiased and differentiated on the ground insights on companies across South East Asia. Our Research is produced for the most part after face to face meetings and conversations with company management to dig deep into the long term vision and strategy of the companies we cover. We seek to deliver investable and actionable themes on sectors and markets across SE Asia, often in collaboration with other Insight Providers across the region, pooling the vast experience of the analysts within the Smartkarma Ecosystem. We also offer bespoke work and tailor made trips for our clients. 

Insights across South East Asia

Equity Bottom-Up

Oriental Kopi Holdings / Equity Bottom-Up

<ul>
<li>
<a href="https://www.smartkarma.com/entities/oriental-kopi-holdings-bhd" target="_blank" data-smartkarma-citation="entities:47624:1" rel="noopener">Oriental Kopi Holdings (KOPI MK)</a> boasts a short payback period of around 12 months/store, but this is based on the current high demand that sees long queue in the stores. </li>
<li>It applies for a <strong>Full Halal Certification</strong> which will unlock a new market segment to sustain their growth rate. </li>
<li>FMCG provides a higher margin for the company, but when will it be the dominant part of the business compared to the physical store expansion?</li>
</ul>



Oriental Kopi Holdings (KOPI MK) boasts a short payback period of around 12 months/store, but this is based on the current high demand that sees long queue in the stores. 
It applies for a Full Halal Certification which will unlock a new market segment to sustain their growth rate. 
FMCG provides a higher margin for the company, but when will it be the dominant part of the business compared to the physical store expansion?


Oriental Kopi (KOPI): Sustainable Growth?

<ul>
<li>
<a href="https://www.smartkarma.com/entities/kimly-ltd" target="_blank" data-smartkarma-citation="entities:28157:1" rel="noopener">Kimly (KMLY SP)</a> is a defensive, stable consumer business that is very much integrated into Singapore's way of living. </li>
<li>Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.</li>
<li>Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. </li>
</ul>



Kimly (KMLY SP) is a defensive, stable consumer business that is very much integrated into Singapore's way of living. 
Unlike its peers, such as Oriental Kopi, which are still growing and expanding their physical presence rather aggressively, Kimly has done it carefully.
Investors will pay less than 6x EV/EBITDA for a consistent 5% dividend. 


Malaysia

Oriental Kopi Holdings Bhd operates as a holding company. The Company, through its subsidiaries, engages in cafe chain operations, as well as the distribution and retail of white and black coffee, pineapple tart, kaya and peanut butter, traditional noodle dishes, and sauces. Oriental Kopi Holdings serves customers in Malaysia.

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Oriental Kopi Holdings (KOPI MK)

Oriental Kopi (KOPI): Sustainable Growth?

Oriental Kopi Holdings has a short payback period per store, but future growth hinges on obtaining Full Halal Certification and transitioning to...

Henry Soediarko

Kimly: Reliable and Stable Staple

Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...

Henry Soediarko

Price Gauge

52-week Range

Market Cap (USDm)

P/E

Dividend (Yield)

Oriental Kopi (KOPI): Sustainable Growth?

​Oriental Kopi Holdings has a short payback period per store, but future growth hinges on obtaining Full Halal Certification and transitioning to...

Henry Soediarko

Kimly: Reliable and Stable Staple

​Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...

Henry Soediarko

Oriental Kopi Holdings has a short payback period per store, but future growth hinges on obtaining Full Halal Certification and transitioning to...

Kimly (KMLY SP) is a stable consumer business in Singapore with careful growth strategy, offering investors a consistent 5% dividend at less than...